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ETJ: Eaton Vance Risk Managed Diversified Equity Income Closed Fund (CEF)
Basic Info 8.27 0.03(0.36%) June 18
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 07/27/2007 |
| Last Dividend Date: | 06/15/2026 |
| 12-Mo. Yield | 8.72% |
| Expenses | - |
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Performance Analytics (As of 06/15/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/27/2007 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | -1.9 | 3.9 | 9.2 | 2.9 | 8.4 | 7.5 | 5.3 | 3.5 | 29.6 | 14.5 | -22.4 | 12.3 | 22.4 | 27.8 | -7.0 | 18.9 | -0.8 | 5.9 | 4.2 | 19.5 | 8.1 | -12.6 | -10.6 | 2.9 | 6.3 | -4.2 |
| Sharpe Ratio | NA | -0.44 | -0.03 | 0.5 | 0.02 | 0.37 | NA | 0.23 | 0.04 | 2.19 | 0.8 | -1.09 | 1.01 | 0.58 | 2.38 | -0.52 | 2.16 | -0.07 | 0.48 | 0.37 | 2.13 | 0.91 | -0.73 | -0.75 | 0.13 | 0.14 | -0.51 |
| Draw Down(%) | NA | 10.4 | 10.4 | 15.4 | 28.1 | 32.8 | NA | 32.8 | 14.8 | 6.5 | 12.1 | 23.6 | 8.2 | 32.8 | 3.9 | 19.6 | 5.2 | 9.8 | 11.3 | 8.2 | 5.3 | 7.0 | 19.9 | 18.8 | 16.2 | 30.4 | 15.3 |
| Standard Deviation(%) | NA | 13.0 | 11.2 | 13.7 | 15.6 | 18.1 | NA | 18.4 | 15.8 | 11.8 | 13.5 | 22.0 | 12.1 | 38.0 | 11.1 | 16.3 | 8.5 | 13.1 | 12.2 | 11.5 | 9.2 | 8.9 | 17.3 | 14.3 | 22.2 | 37.1 | 23.9 |
| Treynor Ratio | NA | -0.12 | -0.01 | 0.15 | 0.01 | 0.13 | NA | 0.08 | 0.01 | 0.67 | 0.24 | -0.52 | 0.47 | 0.27 | 0.81 | -0.15 | 0.4 | -0.02 | 0.11 | 0.08 | 0.34 | 0.2 | -0.24 | -0.32 | 0.06 | 0.09 | -0.34 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | -0.01 | 0.0 | NA | 0.0 | -0.02 | 0.05 | -0.02 | -0.01 | 0.03 | -0.06 | 0.05 | -0.03 | 0.02 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | -0.05 | -0.06 | -0.04 | 0.15 | -0.05 |
| Beta | NA | 0.47 | 0.44 | 0.46 | 0.45 | 0.53 | NA | 0.52 | 0.51 | 0.39 | 0.45 | 0.46 | 0.26 | 0.82 | 0.32 | 0.57 | 0.46 | 0.58 | 0.51 | 0.56 | 0.57 | 0.41 | 0.52 | 0.34 | 0.44 | 0.6 | 0.36 |
| RSquared | NA | 0.49 | 0.47 | 0.49 | 0.5 | 0.48 | NA | 0.41 | 0.63 | 0.4 | 0.39 | 0.59 | 0.21 | 0.61 | 0.29 | 0.54 | 0.22 | 0.43 | 0.47 | 0.45 | 0.57 | 0.46 | 0.63 | 0.21 | 0.24 | 0.35 | 0.1 |
| Yield(%) | N/A | 4.4 | 9.0 | 9.3 | 6.9 | 9.0 | 8.0 | N/A | 8.5 | 9.8 | 9.3 | 8.2 | 9.0 | 9.8 | 12.2 | 9.3 | 10.5 | 11.1 | 10.3 | 9.9 | 10.5 | 10.9 | 9.6 | 10.7 | 10.1 | 9.6 | 2.2 |
| Dividend Growth(%) | N/A | -50.0 | -7.7 | -10.5 | -15.8 | N/A | N/A | N/A | 2.8 | 9.1 | -20.5 | -3.9 | 0.0 | -7.7 | 8.3 | -3.6 | -15.2 | 0.0 | 0.0 | 0.0 | -3.5 | -9.6 | -28.9 | 0.0 | 0.0 | 300.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/27/2007
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